ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 172 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,398,637 | +3.6% | 177,866 | +3.1% | 0.04% | +5.6% |
| Q2 2023 | $4,245,344 | -1.0% | 172,435 | -1.1% | 0.04% | -16.3% |
| Q1 2023 | $4,287,272 | -1.8% | 174,350 | -2.5% | 0.04% | -10.4% |
| Q4 2022 | $4,367,324 | +19.8% | 178,842 | +19.5% | 0.05% | +4.3% |
| Q3 2022 | $3,645,000 | -1.5% | 149,698 | +0.1% | 0.05% | -9.8% |
| Q2 2022 | $3,701,000 | -1.3% | 149,518 | +0.1% | 0.05% | +6.2% |
| Q1 2022 | $3,750,000 | -11.9% | 149,411 | -9.0% | 0.05% | -20.0% |
| Q4 2021 | $4,258,000 | -1.6% | 164,192 | -0.3% | 0.06% | -16.7% |
| Q3 2021 | $4,329,000 | -1.8% | 164,649 | -1.5% | 0.07% | -11.1% |
| Q2 2021 | $4,408,000 | -7.9% | 167,154 | -7.8% | 0.08% | -17.3% |
| Q1 2021 | $4,787,000 | -0.7% | 181,387 | 0.0% | 0.10% | -22.2% |
| Q4 2020 | $4,821,000 | – | 181,387 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 999,372 | $24,335,000 | 6.03% |
| Paradigm, Strategies in Wealth Management, LLC | 234,436 | $5,709,000 | 5.21% |
| Tillar-Wenstrup Advisors, LLC | 394,512 | $9,606,000 | 4.80% |
| PFG Private Wealth Management, LLC | 285,412 | $6,950,000 | 4.56% |
| Windsor Capital Management, LLC | 445,699 | $10,852,000 | 4.06% |
| Signature Wealth Management Group | 285,826 | $6,960,000 | 3.54% |
| Cribstone Capital Management, LLC | 214,655 | $5,227,000 | 3.23% |
| Summit Asset Management, LLC | 398,831 | $9,712,000 | 3.14% |
| Peloton Wealth Strategists | 244,200 | $5,946,000 | 3.09% |
| SONATA CAPITAL GROUP INC | 228,415 | $5,562,000 | 3.06% |